Mary and her family have lived in the West Valley of Phoenix for almost 20 years. When Mary isn’t spending time with her husband, two daughters, son in law and grandson, she is cooking or traveling (mainly to Disneyland.)
Mary treats every client like family, always offering assistance when needed. Whether it’s a weekend phone call to strategize tax planning or a meeting in the office, Mary is attentive and hands on.
After 7 years of successfully building MLR, Mary saw the additional support that clients were seeking and decided to partner with two local professionals to add legal and financial services, giving clients a “one-stop-shop” for financial health and wellbeing.
From here, Arete Financial Solutions was born. Arete, meaning “striving for excellence” in Greek, is the exact concept Mary wanted to instill in her company.
With the world of financial services being ever changing, Mary is excited for the mark she has left and will continue to leave in this industry.